Need a report to show Deposit or Payment Report that shows the customers payment terms (i.e., net 10)

Thank you for providing the details of your situation, jloomy. Let me guide you through the steps to generate the appropriate report in QuickBooks Desktop that aligns with your needs.

To begin with, could you clarify which report you are currently generating that shows the terms field, but it doesn't carry over the terms for the customer? 

If the current report isn’t pulling the Terms data, you can run a Custom Transaction Detail report and customize it to show the terms field and payment information. Please note that the Terms field only appears for invoice transactions, so you’ll want to ensure Invoices are included along with Payments and Deposits in the report.

Here's how:

1. Go to the Reports menu.
2. Select Custom Reports and choose Transaction Detail.
3. Click the Customize Report button.
4. In the Display tab, ensure that in the COLUMNS section, the fields for Name, Terms, Paid, and Amount are checked, along with any other information you need in the report.  
5. In the Filters tab, select Transaction Type and choose Multiple Transaction Types from the drop-down menu.
6. From the pop-up window, select Invoice, Payment, and Deposit, then click OK.
7. Once completed, click OK again.
   
    

If the Terms field is still not showing, confirm that each customer's profile has the correct payment terms set up.

You can leave a comment below if you have additional questions.

Thank you for this.  I created the custom report as you've suggested and now need to know how to condense the data so that only the invoice total, customer name, terms and paid/unpaid status.  

Thank you for following up, and great job on creating the custom report, jloomy.

I’m happy to help you condense the data further by removing the additional columns in the Custom Transaction Detail Report. This will help you streamline your report by keeping only the columns you need, such as invoice total, customer name, terms, and paid/unpaid status.

Here are the steps to remove any unnecessary columns from your report:

1. Click the Customize Report.
2. Go to the Display tab.
3. In the COLUMNS search field, type the name of the column header you don’t need (e.g., Num, Memo, Account, Clr, Split, Debit, Credit, Balance).
4. Please uncheck the box next to a column to remove it from the report.
   

Let us know if you need further assistance while customizing your report, and we'll be happy to help.

Thank you so much.  We migrated to Online Advanced over the weekend and unfortunately, our memorized reports did not come over.  Can you please walk me through how to create this same report in QB Onilne?

Thanks for following up with the Community, jloomy

To verify my understanding, which exact reports are you trying to create in QuickBooks Online Advanced?

If you still need ones showing deposits and payments, you can consider running your Total Deposits and Payments, or Deposit Detail reports. For a detailed list of other available reports, you can check our Reports included in your subscription article.

As for customizing columns and data displayed on the report, you can customize reports after running them. This can help to show specific data you want displayed on your report. You can also save custom reports so you can run them in the future.

If you're unable to make a report display how you'd prefer to in QuickBooks, you can consider exporting it and customizing it further outside of your books.

I'll be looking forward to your reply. Have a wonderful Tuesday!